Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
Trusted guidance to create value at every stage of business transactions.
PRIMARY CONTACTS:
Adam J. Goode, CPA
The Schneider Downs Transaction Advisory Team provides the strategy, guidance and services organizations need to create value through all stages of a transaction, including due diligence and quality of earnings, mergers and acquisitions, exit and succession planning, capital raising and corporate finance.
With a focus on middle-market organizations, our team has the collective business, industry and technical expertise necessary to help clients understand their options and achieve successful outcomes, whether the goal is buy-side, sell-side or post-merger integration.
Our team of experienced consultants work side-by-side with clients to assess, maximize, transform and optimize enterprise value, and most importantly, ensure their best interests are properly represented at every stage of the deal process.
Download our Transaction Advisory practice overview for more information.
The Schneider Downs Transaction Advisory team helps companies maximize the success of business transactions of all types, including mergers, acquisitions, capital raising, minority interest investments, management buy-outs, sale preparation, due diligence, valuations and succession planning. Our team consists of interdisciplinary dedicated professionals who provide support across all aspects of transactions.
Learn more about our Transaction Advisory Services or contact us for more information.
Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
The past year has been the perfect example of what I like best about Schneider Downs. In addition to our recurring annual corporate audit, tax compliance, and employee benefit plan audit / TPA services, SD&Co has provided us with cyber security consulting, breach response, lease accounting software and implementation, and estate valuation services. It is great to know that with a call to one of our primary relationship contacts, we can quickly and confidently be placed in the hands of an expert in any number of financial-related services. Communication and consistency within all SD&Co. service offerings is fantastic!!!
Relationships with the great people we work with.
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
Friendly knowledgeable staff
The best thing is the partnership. Patrick and team are always responsive and great to work with. I love the open dialogue and professionalism. The team at SD is very knowledgeable and I feel they take the step further to exceed rather than just meet our expectations.
The people
We have been overwhelmingly happy with the people and services that we receive from Schneider Downs. Not everyone understands the nuances of nonprofit finance, but SD does. While we are required to have an audit and to file with the IRS and Commonwealth, we view our relationship with Schneider Downs as more of a partnership. We are constantly bounces our thoughts off of our SD team for agreement and/or guidance so that there are no surprises on either side. The SD team has been great to work with. They are respectful and knowedgeable about our industry/business and we appreciate our relationship.
Professionalism and pragmatic
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
Email us: [email protected]
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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